Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2021
Institutional positions in Microsoft Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,989
- +39 vs. Q1 2021
- Shares held
- 5.29B
- −8.76M (−0.2%) vs. Q1 2021
- Total value
- $1.43T
- +$185.8B (+14.9%) vs. Q1 2021
- New holders
- 133
- 1,807 more added
- Sold out
- 94
- 1,718 more reduced
55 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 17,551 | $4.75M | 0.21% | +60+0.3% | Added |
| Pettee Investors, Inc. | 17,558 | $4.76M | 2.24% | −2,044−10.4% | Reduced |
| Trust Co | 17,620 | $4.77M | 3.35% | +2,829+19.1% | Added |
| Karpas Strategies, LLC | 17,623 | $4.77M | 1.69% | +12+0.1% | Added |
| Dohj, LLC | 17,632 | $4.78M | 2.51% | −1,087−5.8% | Reduced |
| Atticus Wealth Management, LLC | 17,629 | $4.78M | 2.08% | −892−4.8% | Reduced |
| Field & Main Bank | 17,655 | $4.78M | 3.06% | +720+4.3% | Added |
| Spouting Rock Asset Management, LLC | 17,678 | $4.79M | 1.47% | +455+2.6% | Added |
| Robbins Farley LLC | 17,695 | $4.79M | 5.41% | +1,656+10.3% | Added |
| L2 Asset Management, LLC | 17,734 | $4.80M | 4.49% | −1,091−5.8% | Reduced |
| FLC Capital Advisors | 17,853 | $4.84M | 1.42% | +141+0.8% | Added |
| Home Federal Bank of Tennessee | 17,970 | $4.87M | 1.76% | −485−2.6% | Reduced |
| Garrison Point Advisors, LLC | 17,972 | $4.87M | 3.51% | −146−0.8% | Reduced |
| IMS Capital Management | 17,976 | $4.87M | 2.87% | −410−2.2% | Reduced |
| Fairhaven Wealth Management, LLC | 17,985 | $4.87M | 1.94% | −957−5.1% | Reduced |
| Precept Management LLC | 18,000 | $4.88M | 4.97% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 18,119 | $4.91M | 3.02% | −330−1.8% | Reduced |
| Geller Advisors LLC | 18,122 | $4.91M | 1.06% | −34−0.2% | Reduced |
| Private Capital Group, LLC | 18,120 | $4.91M | 1.12% | +91+0.5% | Added |
| TRH Financial, LLC | 18,130 | $4.91M | 2.13% | +1,968+12.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 18,146 | $4.92M | 0.36% | +16,146+807.3% | Added |
| Abacus Planning Group, Inc. | 18,199 | $4.93M | 1.51% | −1,429−7.3% | Reduced |
| Forte Capital LLC | 18,210 | $4.93M | 0.67% | +1,540+9.2% | Added |
| Patriot Investment Management Inc. | 18,223 | $4.94M | 0.46% | +338+1.9% | Added |
| Standard Family Office LLC | 18,219 | $4.94M | 1.02% | +650+3.7% | Added |
| Bradley Mark J. | 18,259 | $4.95M | 3.30% | −1,250−6.4% | Reduced |
| Pacifica Partners Inc. | 18,032 | $4.95M | 3.76% | +58+0.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 18,264 | $4.95M | 7.37% | +18,264 | New |
| Old Mission Investment Co LLC | 18,277 | $4.95M | 2.03% | +476+2.7% | Added |
| Marathon Capital Management | 18,281 | $4.95M | 1.15% | +140+0.8% | Added |
| Arete Wealth Advisors, LLC | 26,975 | $4.96M | 0.70% | +329+1.2% | Added |
| Pinnacle Bancorp, Inc. | 18,332 | $4.97M | 2.27% | +326+1.8% | Added |
| Summit Place Financial Advisors, LLC | 18,366 | $4.97M | 3.66% | −214−1.2% | Reduced |
| Tower View Investment Management & Research LLC | 18,363 | $4.97M | 2.52% | −93−0.5% | Reduced |
| Formidable Asset Management, LLC | 18,436 | $4.99M | 1.07% | −29,704−61.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 18,448 | $5.00M | 1.66% | +456+2.5% | Added |
| RB Capital Management, LLC | 18,452 | $5.00M | 1.93% | +1,706+10.2% | Added |
| Boltwood Capital Management | 18,467 | $5.00M | 2.08% | −37−0.2% | Reduced |
| InTrack Investment Management Inc | 18,032 | $5.01M | 3.93% | −915−4.8% | Reduced |
| Reik & Co., LLC | 18,514 | $5.01M | 1.28% | +1,335+7.8% | Added |
| Leelyn Smith, LLC | 18,518 | $5.02M | 1.48% | −2,247−10.8% | Reduced |
| Teamwork Financial Advisors, LLC | 18,533 | $5.02M | 1.03% | +790+4.5% | Added |
| Brandes Investment Partners, LP | 18,559 | $5.03M | 0.11% | +6,821+58.1% | Added |
| Shilanski & Associates, Inc. | 18,599 | $5.04M | 2.40% | +398+2.2% | Added |
| Lincluden Management Ltd | 18,622 | $5.04M | 0.48% | −2,467−11.7% | Reduced |
| Cohen Investment Advisors LLC | 18,626 | $5.05M | 3.92% | −395−2.1% | Reduced |
| Financial Sense Advisors, Inc. | 18,682 | $5.06M | 1.61% | −320−1.7% | Reduced |
| United Bank | 18,701 | $5.07M | 3.41% | −615−3.2% | Reduced |
| Russell Clark Investment Management Ltd | 18,700 | $5.07M | 3.81% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18,729 | $5.07M | 0.50% | +277+1.5% | Added |
| Northstar Advisory Group, LLC | 18,740 | $5.08M | 3.17% | +3,175+20.4% | Added |
| LCM Capital Management Inc | 18,748 | $5.08M | 4.22% | −275−1.4% | Reduced |
| StrongBox Wealth, LLC | 18,772 | $5.08M | 2.91% | −515−2.7% | Reduced |
| First Financial Corp | 18,777 | $5.09M | 3.38% | +1,312+7.5% | Added |
| Harbor Financial Services, LLC | 18,778 | $5.09M | 2.14% | +679+3.8% | Added |
| San Francisco Sentry Investment Group (Ca) | 18,800 | $5.09M | 2.65% | −9,977−34.7% | Reduced |
| Matisse Capital | 18,804 | $5.09M | 1.61% | −999−5.0% | Reduced |
| StoneX Group Inc. | 18,813 | $5.10M | 0.76% | +941+5.3% | Added |
| Crescent Grove Advisors, LLC | 18,817 | $5.10M | 0.54% | +2,897+18.2% | Added |
| Security National Bank of Sioux City Iowa | 18,846 | $5.11M | 4.01% | −2,493−11.7% | Reduced |
| Cardan Capital Partners, LLC | 18,863 | $5.11M | 0.57% | +149+0.8% | Added |
| Accredited Investors Inc. | 18,891 | $5.12M | 0.52% | −122−0.6% | Reduced |
| GoalVest Advisory LLC | 18,906 | $5.12M | 3.18% | +3,175+20.2% | Added |
| Tru Independence Asset Management 2, LLC | 18,929 | $5.13M | 3.50% | +3,616+23.6% | Added |
| First Command Bank | 18,955 | $5.13M | 0.58% | −386−2.0% | Reduced |
| First Command Financial Services, Inc. | 18,955 | $5.13M | 0.58% | −386−2.0% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 18,960 | $5.14M | 3.54% | +16,560+690.0% | Added |
| Winthrop Advisory Group LLC | 18,999 | $5.15M | 1.16% | −831−4.2% | Reduced |
| Amarillo National Bank | 19,001 | $5.15M | 1.48% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,112 | $5.18M | 1.52% | +2,217+13.1% | Added |
| Geneva Capital Management LLC | 19,155 | $5.19M | 0.08% | −87−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,156 | $5.19M | 2.28% | +472+2.5% | Added |
| Amitell Capital Pte Ltd | 19,212 | $5.21M | 3.21% | +5,052+35.7% | Added |
| Founders Financial Securities LLC | 19,218 | $5.21M | 1.03% | +549+2.9% | Added |
| Covenant Multifamily Offices, LLC | 19,241 | $5.21M | 0.95% | +5,313+38.1% | Added |
| RDA Financial Network | 19,256 | $5.22M | 2.30% | +72+0.4% | Added |
| Montgomery Investment Management Inc | 19,265 | $5.22M | 1.94% | +580+3.1% | Added |
| Pure Financial Advisors, Inc. | 19,276 | $5.22M | 0.42% | +186+1.0% | Added |
| Clarus Group, Inc. | 18,811 | $5.23M | 3.91% | −745−3.8% | Reduced |
| Peninsula Asset Management Inc | 19,298 | $5.23M | 2.73% | +354+1.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,384 | $5.25M | 4.49% | −300−1.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 19,397 | $5.25M | 2.92% | +308+1.6% | Added |
| Progeny 3, Inc. | 19,484 | $5.28M | 1.84% | +41+0.2% | Added |
| Bluesphere Advisors, LLC | 19,486 | $5.28M | 4.67% | +746+4.0% | Added |
| SlateStone Wealth, LLC | 19,528 | $5.29M | 1.21% | −367−1.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,554 | $5.30M | 2.33% | −1,356−6.5% | Reduced |
| Bennicas & Associates, Inc. | 19,646 | $5.32M | 2.93% | 00.0% | Unchanged |
| Miller Investment Management, LP | 19,694 | $5.33M | 0.93% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 19,229 | $5.34M | 2.80% | +677+3.6% | Added |
| Cottage Street Advisors LLC | 19,715 | $5.34M | 3.17% | −359−1.8% | Reduced |
| KWMG, LLC | 19,257 | $5.34M | 0.80% | +117+0.6% | Added |
| Octavia Wealth Advisors, LLC | 19,719 | $5.34M | 1.41% | +931+5.0% | Added |
| Beacon Financial Group | 19,134 | $5.34M | 0.76% | −418−2.1% | Reduced |
| AllGen Financial Advisors, Inc. | 19,755 | $5.35M | 4.11% | +2,370+13.6% | Added |
| Capital One Financial Corp | 19,786 | $5.36M | 0.65% | +42+0.2% | Added |
| Argus Investors' Counsel, Inc. | 19,792 | $5.36M | 2.18% | −2,446−11.0% | Reduced |
| TCG Advisory Services, LLC | 19,843 | $5.38M | 1.45% | −1,726−8.0% | Reduced |
| GYL Financial Synergies, LLC | 19,844 | $5.38M | 2.78% | −221−1.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 19,868 | $5.38M | 1.61% | −1,350−6.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,868 | $5.38M | 2.18% | +951+5.0% | Added |